Eads & Heald Wealth Management’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
+24,850
| New | +$377K | 0.19% | 119 |
|
|
2019
Q3 | – | Sell |
-4,805
| Closed | -$243K | – | 130 |
|
|
2019
Q2 | $243K | Sell |
4,805
-680
| -12% | -$34.4K | 0.14% | 121 |
|
|
2019
Q1 | $305K | Buy |
+5,485
| New | +$305K | 0.18% | 115 |
|
|
2018
Q4 | – | Sell |
-2,935
| Closed | -$202K | – | 128 |
|
|
2018
Q3 | $202K | Buy |
+2,935
| New | +$202K | 0.12% | 125 |
|
|
2018
Q1 | – | Sell |
-3,345
| Closed | -$216K | – | 127 |
|
|
2017
Q4 | $216K | Buy |
+3,345
| New | +$216K | 0.13% | 124 |
|